Lead Financial Planning Analyst
RelaDyne LLC · Houston, Texas, United States
Oil and Gas · 1,001-5,000 employees
About the role
The Lead Financial Planning Analyst will partner with senior leadership to drive enterprise performance visibility, strategic decision support, and operational improvements. This role is responsible for leading the annual budgeting process, managing financial modeling, and preparing executive-level presentations for the Board of Directors.
What they look for
Requirements
Candidates must possess a bachelor's degree in Finance, Accounting, or a related field and at least 8 years of experience in financial or data analysis. Proficiency in advanced Excel modeling and a strong understanding of financial statements are required, with preference given to those holding an MBA or CFA.
Full description
We’re looking for a Lead Financial Analyst to serve as a key financial partner to senior leadership, driving enterprise-wide performance visibility, operational improvement, and strategic decision support. This role leads forecasting, budgeting, financial modeling, and performance tracking efforts while delivering actionable insights that guide business decisions.
The ideal candidate is highly analytical, proactive, and comfortable presenting to executive leadership, including Board-level audiences.
Key Responsibilities
• Partner with senior leadership on financial analysis and strategic initiatives
• Lead enterprise performance tracking and company-wide initiative reporting
• Generate and distribute daily financial pulse reports forecasting monthly performance
• Lead the annual budgeting process and steward monthly financial results
• Conduct variance analysis (actual vs. forecast vs. budget)
• Track and analyze performance of large national customer accounts
• Develop and distribute monthly headcount reporting
• Prepare executive-level presentations for leadership, Board of Directors, and external lenders
• Lead OneStream optimization projects to improve reporting efficiency and analytical insight
• Maintain and enhance financial models; develop standardized and automated reporting tools
• Research financial variances and present findings with clear recommendations
• Support ad hoc analysis and strategic projects
Required Qualifications
• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related field
• Minimum 8 years of experience in financial, business, or data analysis
• Advanced Excel skills (complex modeling, advanced analysis techniques, pivot tables, lookups)
• Intermediate PowerPoint skills
• Strong understanding of the three financial statements, with deep expertise in P&L analysis
• Proven ability to influence and communicate effectively with senior leadership
• Strong analytical, problem-solving, and organizational skills
• Ability to travel domestically as needed (<10%)
Preferred Qualifications
• MBA and/or CFA
• Experience with OneStream
• Background in Finance, Accounting, Mathematics, Statistics, Economics, or Computer Science
• Experience with Power Query, PowerPivot, Power BI, or Tableau
Why RelaDyne:
You’ll find more than just a job-you’ll discover a career with a company that values people, teamwork, and growth. Apply today and join the team driving the future of reliability.
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Equal Opportunity Employer/Disability/Veterans
RelaDyne, and its affiliates, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ethnicity, sex, age, gender identity, sexual orientation or identity, genetic information, status as a protected veteran, status as a qualified individual with disability, or any other protected class status. RelaDyne regrets that it is unable to sponsor employment Visas or consider individuals on time-limited Visa status for this position.
